mirror of https://github.com/Gnucash/gnucash
git-svn-id: svn+ssh://svn.gnucash.org/repo/gnucash/trunk@4337 57a11ea4-9604-0410-9ed3-97b8803252fdzzzoldreleases/1.6
Robert Graham Merkel
25 years ago
parent
7ebf87da15
commit
e82a0e38c8
@ -0,0 +1,159 @@
|
||||
|
||||
<article id="xacc-price-editor">
|
||||
<artheader>
|
||||
<title>Updating Share Prices and Currency Values</title>
|
||||
</artheader>
|
||||
<sect1>
|
||||
<title>Introduction</title>
|
||||
<para>When trading currencies, mutual funds, or stocks, and trying to
|
||||
track the growth of your investment, you need to be able to
|
||||
keep track of the value of those things. The <emphasis>price
|
||||
editor</emphasis> provides a unified interface for doing
|
||||
just that.
|
||||
</para>
|
||||
</sect1>
|
||||
<sect1>
|
||||
<title>
|
||||
The Price Editor
|
||||
</title>
|
||||
<para>The price editor is available from the "Tools" menu. Selecting
|
||||
it brings up the editor:</para>
|
||||
|
||||
<para><emphasis>PICTURE NEEDED</emphasis></para>
|
||||
|
||||
<para>Each entry in the editor shows a record of a price:</para>
|
||||
<itemizedlist>
|
||||
<listitem>
|
||||
<para><emphasis>Commodity</emphasis>: what the price is
|
||||
for.
|
||||
</para>
|
||||
</listitem>
|
||||
<listitem>
|
||||
<para>
|
||||
<emphasis>Currency</emphasis>: what the price is recorded
|
||||
in. To take a simple example, IBM stock's commodity is
|
||||
IBM, and the currency would be USD, as prices are almost
|
||||
always quoted in US dollars.
|
||||
</para>
|
||||
</listitem>
|
||||
<listitem>
|
||||
<para>
|
||||
<emphasis>Date</emphasis>: when the price is/was
|
||||
for.
|
||||
</para>
|
||||
</listitem>
|
||||
<listitem>
|
||||
<para>
|
||||
<emphasis>Source</emphasis>: where the price quote
|
||||
came from. Typically, this will be either "user:price-editor"
|
||||
(indicating you entered it directly) or "Finance::Quote",
|
||||
indicating that it was retrieved from an online source by
|
||||
the Finance::Quote module that GnuCash uses for this task.
|
||||
</para>
|
||||
</listitem>
|
||||
<listitem>
|
||||
<para>
|
||||
<emphasis>Type</emphasis>: There are several different
|
||||
types of stock price quotes, and to explain the technicalities
|
||||
requires a little understanding of the stock market. Most
|
||||
stocks, on most markets, have specialist dealers who are
|
||||
almost always willing to buy and sell that stock, and
|
||||
make a little profit along the way by by buying and selling
|
||||
at slightly different prices.<
|
||||
</para>
|
||||
|
||||
<itemizedlist>
|
||||
<listitem>
|
||||
<para><emphasis>Bid</emphasis> prices indicate what
|
||||
a specialist dealer is prepared to pay for a stock.
|
||||
</para>
|
||||
</listitem>
|
||||
<listitem>
|
||||
<para><emphasis>Ask</emphasis> prices indicates what
|
||||
the dealers are prepared to sell a stock for - naturally,
|
||||
this is slightly higher than the bid price.
|
||||
<para>
|
||||
</listitem>
|
||||
<listitem>
|
||||
<para><emphasis>Last</emphasis> prices indicate the
|
||||
price at which the last trade in that stock/security
|
||||
occurred at. This is the price most commonly
|
||||
quoted in the media.
|
||||
</para>
|
||||
</listitem>
|
||||
<listitem>
|
||||
<para><emphasis>Net Asset Value</emphasis> prices
|
||||
are typically used for mutual funds. They are calculated
|
||||
on the net value of the fund's assets.
|
||||
</para>
|
||||
</listitem>
|
||||
<listitem>
|
||||
<para><emphasis>Unknown</emphasis>As the name suggests,
|
||||
use this if the type of price quoted is not known.
|
||||
</para>
|
||||
</listitem>
|
||||
</itemizedlist>
|
||||
</listitem>
|
||||
<listitem>
|
||||
<para>
|
||||
<emphasis>Price</emphasis>: the actual price.
|
||||
</para>
|
||||
</listitem>
|
||||
</itemizedlist>
|
||||
<para>
|
||||
You can choose how you'd like the list of prices sorted by
|
||||
clicking on the appropriate "Sort by . . ." radio button
|
||||
directly below the price list.
|
||||
</para>
|
||||
<sect1>
|
||||
<title>
|
||||
Updating prices manually
|
||||
</title>
|
||||
<para>To add a new price, click on "Add", and enter the details
|
||||
of the price into the dialog box. Similarly, to edit an
|
||||
existing price, click on the price in the price list, click the
|
||||
"Edit" button, and edit the figures.</para>
|
||||
<para>
|
||||
To remove just one price, just click the "Remove button",
|
||||
or, if you want to remove all prices older than a certain time,
|
||||
Click on the "Remove Old..." button and use the dialog box.
|
||||
</para>
|
||||
</sect1>
|
||||
|
||||
<sect1>
|
||||
<title>
|
||||
Getting quotes online
|
||||
</title>
|
||||
<para>
|
||||
GnuCash is able to get quotes online from a variety of sources,
|
||||
through the Finance::Quote module. To support online quotations
|
||||
for a particular stock or mutual fund account, you must first
|
||||
enable online price quoting and select a price source.
|
||||
You can do this in the <link linkend="xacc-accountedit">edit account
|
||||
</link>
|
||||
dialog box. More details on exactly how to choose a price
|
||||
source can be found in the <link linkend="xacc-price-sources">
|
||||
price sources</link> help entry.
|
||||
</para>
|
||||
<para>
|
||||
Once that is done, you can update prices for your stocks and
|
||||
mutual funds by clicking the "get quotes" button.
|
||||
</para>
|
||||
|
||||
<para>
|
||||
If you wish to update price quotes from the command line,
|
||||
you can do so by the following command
|
||||
</para>
|
||||
<para>
|
||||
gnucash --add-price-quotes <gnucash-file>
|
||||
</para>
|
||||
|
||||
<para>
|
||||
GnuCash 1.4 had a helper script for getting price quotes,
|
||||
but this is no longer needed.
|
||||
</para>
|
||||
</article>
|
||||
|
||||
<!-- Local variables: -->
|
||||
<!-- sgml-parent-document: "gnucash.sgml" -->
|
||||
<!-- End: -->
|
||||
@ -1,13 +1,13 @@
|
||||
<ARTICLE ID="XACC-TICKER">
|
||||
<ARTICLE ID="xacc-price-sources">
|
||||
|
||||
<ARTHEADER>
|
||||
<TITLE>Stock Ticker</TITLE>
|
||||
</ARTHEADER>
|
||||
<sect1>
|
||||
<TITLE>Price Sources </TITLE>
|
||||
|
||||
<SECT1 ID="XACC-STOCKTICKER">
|
||||
|
||||
<TITLE>Stock Pricing and Ticker Symbols</TITLE>
|
||||
|
||||
<para><emphasis>THIS MATERIAL NEEDS TO BE REWRITTEN FOR 1.6!!!</emphasis
|
||||
</para>
|
||||
<PARA>GnuCash provides a somewhat rudimentary automated stock quote
|
||||
gathering system.
|
||||
If a GnuCash <LINK LINKEND="STOCKACCT">stock account</LINK> is
|
||||
Loading…
Reference in new issue